The huge image: The newest report from Jon Peddie, who intently displays the graphics card business, reveals a dramatic enhance in GPU shipments in the direction of the top of final 12 months in comparison with late 2020. Some attention-grabbing nuggets embody that the report quantity for add-in graphics card was reached in 1998, when 116 million models have been offered. That’s all the way down to 42 million shipped in 2020, and 50 million AIBs in 2021. The GPU market is now a $51 billion/12 months enterprise in accordance with JPR.
A report launched on the AIB marketplace for the quarter ending December 2021 reveals that producers shipped a complete of 13.1 million discrete GPUs for the quarter, a 29.5 % leap from the identical quarter in 2020. That’s additionally a 3 % leap from the 12.7 million models shipped within the quarter ending September 2021.
AMD’s desktop GPU shipments in This autumn grew by 12.4 % from the earlier quarter and by 35.7 % year-over-year. Nvidia’s shipments went up by 0.5 % quarter-to-quarter and 27.7 % in comparison with This autumn 2020, sustaining dominance with a 77.2 % market share.
Just a few key elements are set to affect the add-in graphics card market in 2022. Intel’s entrance into the sector with its Arc line is a crucial one, although we in all probability will not see these in quantity till the top of the 12 months. Intel Arc laptop computer editions have already launched, with desktop variants set to reach within the subsequent few months. Intel’s try to shake up the efficient duopoly between AMD and Nvidia has been extremely anticipated.
The second issue going through GPUs in 2022 is the current downward pattern in costs — and mining profitability. According to our personal monitoring knowledge, graphics card costs have been slowly dropping for the reason that new 12 months.
Towards the top of 2021, they have been practically 200 % over MSRP, however extra just lately have fallen to ~50% % over MSRP relying on the precise mannequin. After over a year-plus of grossly inflated GPU costs, the sunshine on the finish of the tunnel could lastly be in sight.
